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Guosheng Securities: Under the trend of rising demand for electrolyzers from overseas, China's electrolyzers are expected to usher in export opportunities
The Zhitong Finance App learned that Guosheng Securities released a research report saying that in recent years, the performance of China's electrolyzer products has continued to improve, and they have a cost advantage. Judging from the trend of rising demand for electrolyzers from overseas, China's electrolyzers are expected to usher in export opportunities. It is expected that high-quality equipment manufacturers with channel capabilities will welcome opportunities to set up joint ventures with overseas leaders and obtain export orders. Recommended industry leaders Longji Green Energy (601012.SH) and Sunshine Power (300274.SZ); recommend high-quality equipment suppliers, Shuangliang Energy (600481.SH), Yili Clean Energy (), and Huadian Heavy Industries (6 600277.SH
Beishui grabs science and technology network stocks! Tencent added more than HK$1.2 billion to buy Meituan over HK$200 million; Nanshui added Kweichow Maotai to nearly 600 million yuan
Southbound Capital received a net purchase of HK$1,013 million, Pharmaceutical Biotech received a net purchase of HK$415 million. Hang Seng Chinese companies had the highest net sales volume of HK$1,024 million; Northbound Capital made a net purchase of $4.295 billion today, while IFF and Changchun Hi-Tech received net purchases of $306 million and $228 million respectively.
Huaan Securities: Benefiting from strong demand in the downstream green hydrogen market, electrolyzer shipments are expected to usher in a period of explosion
The Zhitong Finance App learned that Huaan Securities released a research report saying that green hydrogen is the main direction of hydrogen energy development in the future, and the importance of the electrolyzer as the core equipment for green hydrogen is highlighted. Electrolyzers are the core equipment of green hydrogen. The cost of the equipment reaches 50%, which has a very important impact on the preparation of green hydrogen in terms of energy consumption, safety, and cost reduction. Benefiting from strong demand in the downstream green hydrogen market, electrolyzer shipments are expected to explode in the next few years. The electrolyzer market will reach 1872/528 billion yuan in 2023/2025, and the CAGR for 2022-2025 is 141%. Among them, an alkaline electrolyzer
A-share institutional trend reference | Artificial intelligence application side boosts the Far East region and ushered in new opportunities
[Today's replay] Credit Suisse bombarded the European stock market yesterday without a sharp drop, but A-shares were shocked today. All three indices have plummeted, and GEM has already dropped all of this year's gains. The number of companies that closed higher was around 700, only one step away from freezing. Northbound capital flowed 800 million yuan, mainly buying Aier Ophthalmology (300015.SZ), Changjiang Electric Power (600900.SH), etc. According to reports, the EU proposed restricting the import of green technology from China, lowering the level of public contract bidders, making it more difficult for buyers to obtain subsidies. The photovoltaic sector was hit hard again, and Jingao Technology (002459.SZ) fell to a standstill
Huaxin Securities: The proportion of hydrogen energy in energy will increase, and the electrolyzed water hydrogen production industry will grow rapidly
The Zhitong Finance App learned that Huaxin Securities released a research report saying that, benefiting from the double logic of the increase in the share of hydrogen energy in energy and the increase in the share of green hydrogen in hydrogen energy, the electrolyzed water hydrogen production industry will grow rapidly, giving the industry a “recommended” rating. Currently, hydrogen energy accounts for only 0.1% of global energy. According to the forecasts of the world's major energy research institutes, hydrogen energy will account for 12-22% in 2050, and the space is vast. Moreover, hydrogen energy has outstanding strategic significance in the context of carbon neutrality. Global policies are highly skewed towards hydrogen energy, and growth is highly certain. Among them, the economy of hydrogen production from electrolyzed water is gradually showing, and the industry is facing good opportunities for development. Investment advice: Focus on recommending Shenghui
Sunshine Power (300274.SZ): It has spent a total of about 521 million yuan to repurchase 0.4366% of the shares
Gelonghui, March 13, 丨 Sunshine Power (300274.SZ) announced that on May 23, 2022, the company first repurchased the company's shares through a special securities account for share repurchase through centralized bidding transactions. As of February 28, 2023, the company has repurchased a total of 6.485049 million shares through centralized bidding transactions through the Shenzhen Stock Exchange trading system, accounting for 0.4366% of the company's total share capital. The highest repurchase transaction price was 88.97 yuan/share, the lowest price was 75.15 yuan/share, and the total capital paid was about RMB 521 million (excluding transaction fees).
Sunshine Power (300274.SZ) has repurchased a total of 6.485 million shares at a cost of 521 million yuan
According to the Zhitong Finance App, Sunshine Power (300274.SZ) announced that as of February 28, 2023, the company had repurchased a total of 6.485 million shares through centralized bidding transactions, accounting for 0.4366% of the company's total share capital. The highest price of the repurchase transaction was 8897 yuan/share, the lowest price was 75.15 yuan/share, and the total capital paid was 521 million yuan (excluding transaction fees).
GGII: The total shipment volume of Chinese energy storage system companies reached 50 GWh in 2022, a year-on-year increase of more than 200%
The Zhitong Finance App learned that according to research statistics from the High Industrial Research Institute (GGII), the total shipment volume of energy storage system companies in China reached 50 GWh in 2022, an increase of more than 200% over the previous year. Benefiting from the high level of prosperity in the global energy storage market in 2022, as the main supplier to the global market, local energy storage system companies in China developed rapidly and shipments soared. According to the latest GGII statistics, there were a total of 16 energy storage system integrators in China that shipped more than 1 GWh (domestic+overseas markets) in 2022. Judging from the attributes of shortlisted companies, mainstream energy storage system integrators in China mainly have four major participating groups
Weifeng Electronics (301328.SZ): It has directly or indirectly established cooperative relationships with well-known downstream listed companies such as Huichuan Technology, BYD, and Sunshine Power
Glonghui, March 10 丨 Weifeng Electronics (301328.SZ) said during research by specific agencies that in the domestic market, the company's competitive advantage is mainly reflected in the high quality, variety, and customization of its products. The company entered industrial control and other segments earlier, and has directly or indirectly established cooperative relationships with well-known downstream listed companies such as Huichuan Technology, BYD, and Sunshine Power. After more than 20 years of R&D accumulation, we have established a rich library of standard product cases, covering many application scenarios, and can match corresponding solutions in a timely manner after learning customer needs. The company is also actively participating in product pre-research for major customers to fully develop
Dongwu Securities: The 10-year increase in hydrogen energy industry cycle has clearly focused on electrolyzer equipment manufactured by green hydrogen
The Zhitong Finance App learned that Dongwu Securities released a research report saying that green hydrogen is a perfect combination of deep decarbonization of renewable energy and deep industrial decarbonization, beginning a 10-year rapid growth industry cycle. The short-term space downstream of green hydrogen comes from the replacement of gray hydrogen in the chemical sector, and the long-term incremental space comes from the transportation sector, natural gas hydrogenation, and hydrogen used in steelmaking to help reduce carbon in the industrial and transportation sectors. It is an important vehicle for the fourth global energy revolution. The global production of pure hydrogen gas was about 70 million tons in '21, of which green hydrogen accounted for less than 0.1%. In 23-24, global wind and hydrogen integration projects were intensively built. The bank expects green hydrogen to account for 25 years
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